CIK 1835730
Ardmore Road Asset Management LP
Institutional 13F holdings & portfolio
Holdings
74
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 74
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 312K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 625K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 156K | $1M+ | SH |
| FOX | FOX CORP | 730K | $1M+ | SH |
| DIS | DISNEY WALT CO | 395K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 221K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 93K | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 266K | $1M+ | SH |
| CART | MAPLEBEAR INC | 837K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 78K | $1M+ | SH |
| DKNG | DRAFTKINGS INC NEW | 1.0M | $1M+ | SH |
| EQIX | EQUINIX INC | 47K | $1M+ | SH |
| NTNX | NUTANIX INC | 677K | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 94K | $1M+ | SH |
| FLUT | FLUTTER ENTMT PLC | 156K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 156K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 52K | $1M+ | SH |
| CVNA | CARVANA CO | 69K | $1M+ | SH |
| EBAY | EBAY INC. | 323K | $1M+ | SH |
| GOOGL | ALPHABET INC | 83K | $1M+ | SH |
| COHR | COHERENT CORP | 141K | $1M+ | SH |
| HUBS | HUBSPOT INC | 60K | $1M+ | SH |
| AMZN | AMAZON COM INC | 104K | $1M+ | SH |
| AVGO | BROADCOM INC | 68K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 4K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 548K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 261K | $1M+ | SH |
| GLW | CORNING INC | 252K | $1M+ | SH |
| FTNT | FORTINET INC | 272K | $1M+ | SH |
| NFLX | NETFLIX INC | 208K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 237K | $1M+ | SH |
| AMKR | AMKOR TECHNOLOGY INC | 469K | $1M+ | SH |
| WMG | WARNER MUSIC GROUP CORP | 521K | $1M+ | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 217K | $1M+ | SH |
| MNDY | MONDAY COM LTD | 100K | $1M+ | SH |
| INTU | INTUIT | 22K | $1M+ | SH |
| TWLO | TWILIO INC | 101K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 279K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 208K | $1M+ | SH |
| MDB | MONGODB INC | 31K | $1M+ | SH |
| ONTO | ONTO INNOVATION INC | 78K | $1M+ | SH |
| SATS | ECHOSTAR CORP | 110K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 42K | $1M+ | SH |
| ETSY | ETSY INC | 198K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 369K | $1M+ | SH |
| GRAB | GRAB HOLDINGS LIMITED | 2.1M | $1M+ | SH |
| XYZ | BLOCK INC | 157K | $1M+ | SH |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 421K | $1M+ | SH |
| SNAP | SNAP INC | 1.1M | $1M+ | SH |
| GTM | ZOOMINFO TECHNOLOGIES INC | 828K | $1M+ | SH |